The Hours and Cost by Vendor – Grid portlet displays vendor hour or costs by month grouped by vendor.  Using this portlet, management is provided with a quick overview of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices.  The user may filter by vendor, vendor ID, date, and hours/cost in addition to the start/finish and hours/cost. Once populated, the grid will display all vendors that currently have hours/cost for the selected time frame.

The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.

The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  

The Financial Summary by Charge Code – Graph Stacked portlet displays yearly charge code financial information across all projects in a stacked bar graph.  This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow.   The depreciation is calculated based on a straight-line method.  The user may filter on OBS unit and/or portfolio to narrow down the search results.